California State University 403(b) Tax Sheltered Annuity Program Excessive Fee Investigation

 

June 20, 2017

 

Keller Rohrback is investigating the 403(b) Tax Sheltered Annuity (TSA) Program that is offered to California State University (CSU) employees.  Our investigation focuses on the excessive fees associated with the investments offered to the TSA Plan participants.

The potentially excessive fees are a result of the high-cost retail investment funds that were offered as investment options in the California State University 403(b) Tax Sheltered Annuity Program. The investigation focuses on whether Plan fiduciaries breached their fiduciary duties by, among other things, maintaining expensive retail funds in the Plan when cheaper, comparable investment options were available.

 

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If you or someone you know is an employee at one of the CSU educational institutions listed below and invests in a CSU Tax Sheltered Annuity, please contact Keller Rohrback attorneys Karin Swope or Jeff Lewis at 800.776.6044 or via .

  • California State University, Bakersfield
  • California State University, Channel Islands
  • California State University, Chico
  • California State University, Dominguez Hills
  • California State University, East Bay
  • California State University, Fresno
  • California State University, Fullerton
  • Humboldt State University
  • California State University, Long Beach
  • California State University, Los Angeles
  • California State University Maritime Academy
  • California State University, Monterey Bay
  • California State University, Northridge
  • California State Polytechnic University, Pomona
  • California State University, Sacramento
  • California State University, San Bernardino
  • San Diego State University
  • San Francisco State University
  • San Jose State University
  • California Polytechnic State University, San Luis Obispo
  • California State University, San Marcos
  • Sonoma State University
  • California State University, Stanislaus

 

About Keller Rohrback L.L.P.

For decades, investors have trusted the attorneys at Keller Rohrback L.L.P. to help them recover losses due to breaches of fiduciary duty. Keller Rohrback L.L.P. has a national reputation for groundbreaking ERISA class action litigation, and serves as lead and co-lead counsel in ERISA and other class actions throughout the country.  With offices in Seattle, Phoenix, New York City, Ronan, Santa Barbara, and Oakland, our Complex Litigation Group is proud to offer its expertise to clients nationwide.  Our trial lawyers have obtained judgments and settlements on behalf of clients in excess of eighteen billion dollars.

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If you would like more information regarding this case, please contact us via  or call us toll free at 800.776.6044.